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Private marketsInvestor finder

Institutional investor qualification and relationship intelligence for private markets

A searchable investor database with real institutional names, type and geography filters, source-backed profile fields, relationship context, and visible evidence gaps.

Real institutions

searchable profiles

Evidence-linked

recorded claims

Relationships

fit and context

Product demonstration

Try the workflow.

Investor finder

Search and qualify institutional investors

Example data product view
1Define the mandate
2Resolve identity
3Check the evidence
4Shortlist or reject

Candidate intake and entity resolution

Discovery is not a profile. A candidate must resolve to one entity, show usable evidence, and pass mandate review before it reaches a shortlist.

3 decision states

Decision trace

Merge this evidence with the existing profile; do not create a second record.

Selected investor

Canada Pension Plan Investment Board

Public pension · Canada

Net assets

CAD 793.3bn at FY2026 year-end

Combined Fund return

7.8% for FY2026

Scope control

Fund return kept separate from 13.2% benchmark

Decision-ready output

Build a briefing only after the evidence and mandate checks are visible.

Public institutions and dated facts remain linked to official sources. Private relationship notes and targeting decisions stay access-controlled.

Client context

An institutional investment team working across LP, GP, strategic, and relationship intelligence.

The customer is anonymous. Public institutional facts are linked to their source; private relationship notes and targeting decisions are not displayed.

Evidence boundary

Anonymized product pattern
LP research workflow notesPublic institution source records

The operating problem

A list of institutions is not investor intelligence.

01

Evidence was fragmented

02

Identity errors compounded downstream

03

Research decayed after the project

End-to-end workflow

From first input to a controlled next action.

01 · Discover

Find candidate institutions and evidence

02 · Gate

Resolve identity, relevance, and duplicates

03 · Structure

Extract and normalize decision signals

04 · Decide

Serve a briefing with evidence and gaps

What was built

From discovery engine to relationship briefing.

Search

Entity and evidence discovery

Evidence

Extraction and provenance

Profile

Canonical investor record

Brief

Decision and outreach preparation

The evidence layer can disagree with itself—and the product must show that.

Canonical identity checks
Claim-level source traceability
Review queues for uncertain evidence
Visible freshness and readiness signals

Operating model

The change is in how the work begins, moves, and gets reviewed.

Before

Research ended in static lists and disconnected notes.

Source quality and entity identity were difficult to audit later.

Analysts repeated discovery whenever a new question arose.

After

Profiles are built from retained, associated evidence.

Conflicts, gaps, and freshness are visible beside the investor view.

Briefings begin from maintained context and identify the next check.

Investor profilesRelationship mapsSource-backed briefsTargeting context

The takeaway

Do not give the team more names. Give it a maintained record of fit, evidence, relationships, and the next question to answer.

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